ELITE CAPITAL SERVICES, LLC

RIASEC Registered
Total AUM
$54M
Discretionary
$54M
100% of AUM
Avg account
$771K
Accounts
70
Employees
2
Advisory reps
1

Firm details

Headquarters
FOLSOM, California
CRD number
145449
Fee structure
Percentage of AUM
Client types
  • Individuals66.67%
  • HNWI33.33%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Elite Capital Services, LLC is a privately owned limited liability company that acts as a capital allocator for individual and family clients. The firm charges fees based on a percentage of assets under management and identifies its primary business role as an Other Financial Product Salesperson. Its stated advisory offerings cover portfolio management for individuals and small businesses, pooled investment vehicles, and for institutional or business clients; it also lists pension consulting services and the selection of other advisers among its capabilities. The firm is not flagged as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 58%, Cash & Cash Equivalents 40%, US Government Bonds 1%, State & Local Bonds 1%58%
  • Exchange Traded Equities58%
  • Cash & Cash Equivalents40%
  • US Government Bonds1%
  • State & Local Bonds1%

Contacts

1 of 1
  • MARIOS GREGORIOU

    Managing DirectorCRD 1513260

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

FOLSOM, CA

SACRAMENTO

Location

FOLSOM, CA

Headquartered in FOLSOM, CA, anchoring the Sacramento-Roseville, CA metro in the West.

Metro area
Sacramento-Roseville, CA
Region
West
County
SACRAMENTO
Address
101 Parkshore Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth